Planned Giving and Overall Legal and Regulatory Issues for Fundraising

Will explore the various financial vehicles available to potential donors; the pros and cons of each vehicle for donors and the receiving agency; the research process involved prior to solicitation; and the process and practicalities of establishing a planned giving program. She will also explore the legal and ethical context of fundraising; Texas regulated fundraising issues (e.g., consumer fraud and gambling); Internal Revenue Service regulations.

Early Bird pricing is available through Monday, January 16, 2023.
Must be registered by February 1, 2023.